Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331B
AUM Growth
+$5.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,906
New
Increased
Reduced
Closed

Top Buys

1
+$482M
2
+$431M
3
+$429M
4
BKNG icon
Booking.com
BKNG
+$383M
5
AABA
Altaba Inc
AABA
+$379M

Top Sells

1
+$1.94B
2
+$835M
3
+$784M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$579M
5
ETP
Energy Transfer Partners L.p.
ETP
+$539M

Sector Composition

1 Technology 9.94%
2 Financials 9.62%
3 Healthcare 8.27%
4 Consumer Discretionary 7.53%
5 Communication Services 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.38B 2.53%
34,661,451
-3,454,827
2
$5.38B 1.63%
149,507,772
+1,135,316
3
$4.35B 1.31%
28,823,256
+1,417,210
4
$4.32B 1.31%
62,702,960
+3,395,073
5
$4.26B 1.29%
88,035,500
-570,200
6
$3.1B 0.94%
33,072,239
+2,055,578
7
$3.06B 0.92%
33,425,987
-3,249,912
8
$2.86B 0.86%
21,595,854
+1,947,349
9
$2.69B 0.81%
59,103,860
+3,817,620
10
$2.32B 0.7%
19,744,236
+2,162,754
11
$2.26B 0.68%
48,527,900
-276,300
12
$2.18B 0.66%
20,505,337
+2,427,371
13
$2B 0.6%
15,453,136
+628,383
14
$1.93B 0.58%
15,871,000
-556,836
15
$1.89B 0.57%
12,819,420
+1,620,459
16
$1.84B 0.55%
10,845,398
-236,321
17
$1.82B 0.55%
13,245,005
+702,006
18
$1.79B 0.54%
13,983,005
+649,073
19
$1.76B 0.53%
30,244,311
+8,265,632
20
$1.74B 0.53%
15,108,646
+364,081
21
$1.7B 0.51%
910,928
+204,628
22
$1.7B 0.51%
11,106,463
+2,369,064
23
$1.67B 0.5%
58,478,415
+3,546,065
24
$1.66B 0.5%
25,450,291
+2,069,408
25
$1.62B 0.49%
15,490,824
+75,988
1
2 3 4 5